Post Holdings, Inc.
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No SEC Form 4 filings for $POST in the last 30 days.
See all $POST insider activity →Post (POST) is flagged for potential decline due to projected sales drop, low gross margin, and poor capital returns. Terex (TEX) and Amgen (AMGN) are highlighted for growth potential, with TEX showing strong revenue growth and AMGN demonstrating high returns on capital. POST trades at 10.4x forward P/E, TEX at 9.8x, and AMGN at 18x.
BellRing Brands (BRBR) reported Q2 revenue of $570.4M, up 4.2% YoY, but missed EBITDA estimates, causing a 26.5% stock drop to $9.52. Post (POST) reported $1.95B revenue, down 1.8% YoY, missing expectations, with a 10.2% stock decline to $81.07. Simply Good Foods (SMPL) reported $357M revenue, down 6.3% YoY, but beat estimates, raising full-year guidance, though the stock fell 19.4% to $10.36.
Seeking Alpha highlights consumer staples stocks with A-rated valuations and strong revenue growth. Darling Ingredients (DAR) leads with 14.85% YoY growth, followed by Post Holdings (POST) and Herbalife (HLF). Smithfield Foods (SFD) and Flowers Foods (FLO) also make the list, all with attractive valuation grades.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning POST (Post Holdings, Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent POST coverage spans earnings, financial news and sector analysis.
Negative pressure as analysts highlight weakening demand and low returns on capital.
Missed revenue and EBITDA expectations may keep POST under pressure.
Solid growth supports the current valuation and may sustain price stability.
Expansion supports product distribution growth.
Large insider sell may signal negative sentiment and pressure on POST stock.
AlphAI scores every news story that mentions POST with an AI model for sentiment and relevance, and aggregates insider trades from Post Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Post (POST) is flagged for potential decline due to projected sales drop, low gross margin, and poor capital returns. Terex (TEX) and Amgen (AMGN) are highlighted for growth potential, with TEX showing strong revenue growth and AMGN demonstrating high returns on capital. POST trades at 10.4x forward P/E, TEX at 9.8x, and AMGN at 18x.
2 min readBellRing Brands (BRBR) reported Q2 revenue of $570.4M, up 4.2% YoY, but missed EBITDA estimates, causing a 26.5% stock drop to $9.52. Post (POST) reported $1.95B revenue, down 1.8% YoY, missing expectations, with a 10.2% stock decline to $81.07. Simply Good Foods (SMPL) reported $357M revenue, down 6.3% YoY, but beat estimates, raising full-year guidance, though the stock fell 19.4% to $10.36.
3 min readSeeking Alpha highlights consumer staples stocks with A-rated valuations and strong revenue growth. Darling Ingredients (DAR) leads with 14.85% YoY growth, followed by Post Holdings (POST) and Herbalife (HLF). Smithfield Foods (SFD) and Flowers Foods (FLO) also make the list, all with attractive valuation grades.
2 min readIndustrial SalesLeads reported 63 new food and beverage manufacturing projects in August, up 25% from July. Philip Morris International plans a $1.2B facility expansion. Other notable projects include investments by Coca-Cola Bottling Co. United, Walmart, and Archer Daniels Midland.
2 min readSTIRITZ WILLIAM P sold 384,132 indirectly-held shares of Post Holdings, Inc. (POST) at an average of $84.06 ($83.54–$85.01, $32.29M total) across 4 trades over 2026-09-01 to 2026-09-02.
1 min readPost Holdings (POST) reported Q3 FY2026 net sales of $1.948B, down 1.8% year over year, with adjusted EBITDA of $377.3M, down 5.0%. Adjusted diluted EPS fell to $1.78 from $2.03, and net earnings dropped 41.7% to $63.4M. Fiscal 2026 adjusted EBITDA guidance narrowed to $1.56B-$1.57B. Management cited volume softness and debt reduction amid higher rates.
7 min readPost Holdings management said inflation is trending toward the higher end of its prior range, so retail pricing may follow cost increases, with timing assumed more toward fiscal 2027. CFO Matt Mainer said higher 10-year refinancing rates (up 50 bps) may shift cash flow toward debt reduction over repurchases. Food service EBITDA normalized around $500M; pet and cereal updates included 9Lives pressure and plans to close two peanut butter plants.
6 min readAnalyst estimates for Post Holdings, Inc. show its 12-month average price target cut from $115.83 to $113. Forecasts range from $98 to $128 per share, implying about 25% upside versus the Aug. 6 close. The consensus rating remains “Buy” with 7 Buys, 2 Holds, and 0 Sells, per FactSet.
1 min readPost (NYSE: POST) shares fell 12.9% after the company reported Q2 2026 revenue of $1.95B, below Wall Street’s $2.02B estimate, and issued a weak outlook. Q2 adjusted EPS was $1.78 and adjusted EBITDA $377.3M, slightly above expectations. Analysts expect revenue to decline 2.8% over 12 months.
4 min readU.S. July payrolls contracted, with 23,000 jobs lost versus 80,000 forecast, and May-June payrolls revised down by 103,000. Hourly earnings rose 0.1% monthly and 3.2% yearly. Fed rate-hike odds for September fell to 42%. Stocks hit records; Atlassian (+30.8%), Twilio (+30.6%), and Trade Desk (-21%) moved on earnings.
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